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Senior Planner

Jackson McDaniel


Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Harding University

Previous Experience:

Jackson began his career with the Dallas office of Deloitte, where he worked as an audit associate in the Audit & Assurance service group. During his time at Deloitte, Jackson specialized in primarily large public and private financial service companies.

Family Life:

Jackson and his wife, Meredith, have four sons, Jay, Jonathan, Landon, Cooper and a black lab mix, Molly.

Outside the Office, You’ll Find Him:

Jackson enjoys spending time with family, following the Arkansas Razorbacks and traveling to new countries. He also enjoys a good pick-up basketball game along with most other sports.

Something Most People Don’t Know:

Jackson and his wife met as campers at summer church camp in Arkansas. They both continued going as campers and eventually worked together as counselors before dating. They both still volunteer as staff and go back for a session each year.

Words of Wisdom:

Don’t be afraid of failure. Just be ready to get back up again if you fail.

Team McDaniel

Associate Planner: Clark Buchanan
Staff Accountant: Josh Davila
Senior CSS: Madison Hancock

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